Editing Projected Revenue Report

'''Locations'''

REPORTS > Management Reports > Revenue

REPORTS > CQ Reports


'''Purpose'''

Projected Revenue Report which will show anticipated REVENUE on Open Contracts (using accruals), Open Reservations, as well as closed contracts.  You can report by location or class, or consolidate all locations and classes.

The report uses actual charges (closed) or previous calculated estimated charges and prorates that amount to the report range. E.g. a 5 day contract totally within the date range will report 5 days – but if it opens or closes outside the range only the days reported are included.


'''Options'''

:Starting/Ending Date – Enter the date range of the period you wish to see the projected revenue.

:No-Show Factor – If you are including Reservations on this report, this factor will be applied decrease the revenue in order to account for no-shows.

:Walkup Factor - If you are including Open Contracts on this report, this factor will be applied to increase the revenue in order to account for over dues.

:Include – Check all you desire: Reservations, Open Contracts, Closed Contracts.

:Deduct included charge from T&M – If this box is checked, any miscellaneous charges will be deducted from Time & Mileage charges.

:Deduct tour charges from charge columns - If this box is checked, tour charges will be deducted from all charge columns.  Therefore, only net rates and charges (those paid by the renter) will be displayed.

:Sort By - Use the pull-down menu to select Checkout Date, Car Class, Location, or RA#/Res#.

:Detail/Summary – The report can show each class in a separate section or combine all classes.


'''Data Selection'''

:* The check-out location is selected in the reporting lists.
:* The vehicle product is selected in the Product list.
:* The vehicle class is selected in the Class list.

The report then calculates the projected revenue using the date range provided.

If a no-show factor has been entered, the number of reservations are reduced by that factor to account for the expected number of no-shows.
[[Category:Bluebird]]